Client Onboarding Specialist

Job Description

Job Description

Description:

At Paylocity, we create software that makes companies – especially their HR teams – better, faster, and stronger. We give clients the tools they need to make their companies run, and give our employees a rewarding company culture – all putting us in a category of our own. Join us and learn what makes us unique!

We’re a fast-growing company ready to revolutionize the payroll and HR world for hundreds of thousands of businesses by delivering innovative technology and support. We seek the best and brightest to help us create the future of our talent solutions – enabling our customers to better develop their employees. Our own employees are equally important to us: We work hard to provide the best work environment for our employees, and are dedicated to giving back to the communities in which we live and work.

We are looking for a Payroll Consultant with customer service experience and technical skills to assist new clients’ transition to their new payroll and human resources provider, Paylocity. If you are someone with computer skills, strong attention to detail, has mastered multitasking, and provides exceptional customer service, this is the right entry level opportunity for you.

In-Office: This is a 100% in-office role based at our Pittsford, NY location. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview
As a Client Onboarding Specialist (known internally as Implementation Consultant I), you will support small business clients by configuring solutions that meet their unique needs. You’ll begin by conducting a detailed needs analysis, then tailor system setups to improve efficiency, streamline processes, and enhance reporting capabilities. You’ll also ensure accurate data conversion from previous systems, validate results with clients, and provide hands-on support through the transition to our Client Services team. This role is ideal for detail-oriented professionals who are passionate about delivering excellent client experiences and developing foundational implementation skills

Location: Pittsford, NY

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Act as our clients trusted advisor, ensuring exceptional customer experiences throughout the implementation process. To include but not limited to, facilitating meetings, and maintaining communication throughout the life cycle of their implementation.
• Provide a smooth transition and post-implementation support as needed, including system maintenance, and issue resolution, based on client feedback.
• Assist clients in data migration, data mapping, and data validation processes to ensure accurate and complete data integration into the HCM software.
• Collaborate with clients to gather and analyze their business requirements related to the
• specific HCM function (e.g., payroll, HR, time, and labor).
• Review, with client, configuration of system to ensure the software is aligned with the clients' needs and expectations to ensure optimal utilization of system capabilities.
• Collaborate with internal cross-functional teams, including sales, product SMEs and project managers, to deliver high-quality implementations.
• Troubleshoot and resolve implementation related matters, escalating critical concerns to the appropriate teams when necessary.

Education and Experience

• 1+ years of Customer Service or Customer interfacing role
• 1+ years of HCM implementation experience preferred
• Bachelors degree required, or a high school diploma/equivalent or associate degree with a minimum of 5 (five) years experience in HCM
• Client Centric Approach: Possess excellent interpersonal verbal and written communication skills with a strong customer-focused mindset throughout the implementation process.
• Proficiency in Microsoft Office (with a strong emphasis on Excel) and Other Programs:
• Adapt quickly to new software platforms and leverage their capabilities to optimize project outcomes. Experience with Excel functions including VLOOKUP, Pivot tables, data manipulation and analysis.
• Resourcefulness: Utilize your problem-solving abilities to overcome obstacles and find creative solutions that meeting project requirements and client expectations.
• Project Management: Successfully handle multiple projects concurrently, effectively prioritizing tasks, managing timelines and ensuring deliverables are met on time. Maintain a high-level of organization and attention to detail through the implementation process to
• meet client deadlines and achieve successful outcomes.

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long
• periods, typically 7-8 hours a day.
• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact [email protected]. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay for this position is $24-$30/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via

Requirements: